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What are Recurring Schedules?

Recurring Schedules let your AI agents run automatically at set times without you having to start them manually.

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Why Use Recurring Schedules?

  • Save time by automating repetitive tasks
  • Never miss important processes - they run even if you forget
  • Maintain consistency in your workflows
  • Keep things running outside business hours

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Setting Up Your First Recurring Schedule

Setting up is simple:
  1. Go to your agent in the Relevance AI dashboard
  2. Click ‘Edit Agent’
  3. Select ‘Recurring Schedule’
  4. Choose how often you want your agent to run:
Schedule TypeWhat It DoesPerfect For
DailyRuns every day at a time you chooseMorning reports, daily check-ins
WeeklyRuns on specific days each weekTeam updates, weekly newsletters
MonthlyRuns on chosen dates each monthMonthly reports, regular maintenance
CustomRuns on specific dates you selectOne-off tasks or irregular schedules

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Real-World Examples

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For Marketing Teams

Set your agent to gather social media metrics every Monday morning and prepare a weekly performance report.

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For Sales Teams

Schedule daily updates on new leads and automatic follow-up messages to prospects who haven’t responded in 3 days.

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For Operations

Create monthly inventory reports that run automatically on the 1st of each month.

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Pro Tips

  • Start small: Begin with one simple recurring task before setting up complex schedules
  • Test thoroughly: Run your agent manually first to ensure it works as expected
  • Monitor initially: Check the first few automated runs to confirm everything works correctly
  • Layer schedules: For complex workflows, use multiple agents with different schedules that work together

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Troubleshooting

Q: What if my agent encounters an error during a scheduled run? A: The system logs errors and can send notifications based on your settings. Q: Can I temporarily pause a recurring schedule? A: Yes, you can disable schedules without deleting them when you need a pause. Q: How do I change an existing schedule? A: Simply go back to the Recurring Schedule section in your agent settings and update as needed. Agent Configuration - Set up your AI agents with the right capabilities. Tools Integration - Equip your agents with tools for complex automated tasks. Bulk Scheduling - Schedule multiple tasks to run automatically in batches.